NAPA Top DC Advisor Multi-Office Firms, DC Plan Lawsuit Landscape, Retirement Preparedness, and more.
No beneficiary designation. Who gets the money?
Secure 2.0 Act of 2022, Important Deadlines, Dollar Cost Averaging (DCA), and more.
The 2023 Compliance Calendar is now available for download.
What you need to know for your retirement plan. SECURE 2.0 is follow-up legislation to the SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement Act of 2019.) It expands upon and clarifies several items in the prior legislation. It will have a large impact on qualified retirement plans such as 401(k)s. It […]
This pdf guide provides information about 401(k) plans for plan sponsors. Table of Contents: 401(k) Plan Provisions Plan Audit Non-Discrimination Testing Plan Sponsor Filing Requirements Summary Plan Description Glossary of Terms For informational purposes only. Not intended as legal or tax advice. Advisory Services are offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.
Legislative News and Updates, Important Deadlines, Participant News, Alliant Retirement Consulting – In The News, and more.
Employees place high value on their retirement benefits. In fact, the Employee Benefit Research Institute (EBRI) has sited the employer retirement plan as the second most important benefit employees receive from their employer. Putting more money behind a program your employees already value helps them to appreciate this benefit even more. Consider these three reasons […]
The Consolidated Appropriations Act, 2021 (the “CAA ’21”), 2020 Disaster Relief, Temporary Partial Plan Termination Relief, Missing Participant Guidance Released by the Department of Labor (DOL), Best Practices for Pension Plan Fiduciaries to Reduce Missing Plan Participants in Retirement Plans.
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